Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Clay S

Series 63, Series 65

Gillette, WY

Primerica Advisors

Clay Schweitzer is a financial advisor with Primerica Advisors in Gillette, WY, holding Series 63 and Series 65 registrations and five years of industry experience. His prior work includes roles at AT&T and PFS Investments Inc., as well as ongoing involvement in sales of investment and loan products and referrals for home security and automation services with affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with some corporate and charitable clients. The firm employs model-delivery strategies developed by third-party asset managers and supports trade execution and account custody through established financial services providers.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

C Jai C

Series 63

Gillette, WY

Primerica Advisors

C Jai Campbell is a financial advisor at Primerica Advisors in Gillette, WY with 10 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors and Primerica Financial Services since 2016. Prior to his current role, he was employed at High Glass Window Cleaners from 2017 to 2020. Campbell also operates a business under CJai Campbell and is involved in the sale of home-related products such as loan services and home security referrals. Primerica Advisors serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that emphasizes model-delivery investment strategies managed by unaffiliated asset managers. The firm supports a large network of financial advisors and offers various strategic, tactical, and tax-managed models, including recently added options with cryptocurrency exposure.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Mary N

Series 63, Series 65

Gillette, WY

Primerica Advisors

Mary Nunley is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and previously spent over two decades with the Child Support Authority. Outside of her advisory role, she is a partner in Hauber Family, LLC, a family-owned ranch. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients via a tiered wrap-fee structure. The firm evaluates third-party asset managers using independent due diligence and delegates trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Megan Q

Series 65, Series 63

Gillette, WY

Primerica Advisors

Megan Quittschreiber is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding Series 65 and Series 63 credentials and six years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2019 and has prior experience at Interstate PowerSystems and Manpower. Outside of her advisory role, she engages in the sale of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Bonnie J

Series 63, Series 65

Gillette, WY

Primerica Advisors

Bonnie Jardee is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Primerica Advisors since 2011 and has been affiliated with Primerica Financial Services since 2010. Outside of her advisory role, Jardee is involved in investment-related business activities through ownership interests in Paintsville Corp and Jardee Enterprises, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a wrap-fee solution rather than traditional institutional plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Catrina S

Series 63, Series 65

Gillette, WY

Primerica Advisors

Catrina Schlautmann Ruby is a financial advisor with Primerica Advisors in Gillette, WY, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been associated with Primerica Financial Services and PFS Investments Inc. since 2016 and operates her own farm egg business and a ranch in Gillette. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Bethany W

Series 63, Series 65

Gillette, WY

Primerica Advisors

Bethany Wight is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding Series 63 and Series 65 licenses and three years of industry experience. Her career includes roles at Primerica Financial Services and various companies in sales and wellness sectors. Outside of financial advising, she is the owner and practitioner of Wyoming Energy Healing. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Ivan J

Series 65, Series 63

Gillette, WY

Primerica Advisors

Ivan Jardee is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. He has been with Primerica Advisors since 2012 and also has prior experience with Cloud Peak Energy. Jardee is involved in affiliate businesses related to loan products and home security referrals. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides custodial and trade execution support through Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)